National Capital Gift Planning Council

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Program Schedule

2019-20 Program Dates

Join us for valuable educational content, networking opportunities and up-to-date information on issues affecting gift planners. Mark your calendars now for our 2019-20 monthly events.

10:15 - 10:45 a.m. - Registration and Networking
10:45 - 11:45 a.m. - Morning Presentation - IRAs: The "Tax Free" Gift or The Queen on Our Chessboard - Jeff Comfort, Oregon State University Foundation
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Afternoon Presentation - The Silence of the Lambs: Retirement Plan Distributions to Charities - Jeff Comfort, Oregon State University Foundation
1:30 - 2:30 p.m. - Beginner and Master's Roundtable Discussions

Wednesday, November 20, 2019

Location: PNC Bank

10:15 - 10:45 a.m. - Registration and Networking
10:45 - 11:45 a.m. - Morning Presentation - IRAs: The "Tax Free" Gift or The Queen on Our Chessboard - Jeff Comfort, Oregon State University Foundation
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Afternoon Presentation - The Silence of the Lambs: Retirement Plan Distributions to Charities - Jeff Comfort, Oregon State University Foundation
1:30 - 2:30 p.m. - Beginner and Master's Roundtable Discussions

NCGPC Member Cost: $35
Non-Member Cost: $60
Walk-in Member Cost: $45
Walk-in Non-Member Cost: $70

Registration closes at 12 Noon EST on November 18, 2019

Morning Presentation:
IRAs: The "Tax Free" Gift or The Queen on Our Chessboard

Speaker: Jeff Comfort, Vice President of Principal Gifts and Gift Planning, Oregon State University Foundation

You know your donors can use an IRA to make a sizeable gift to your nonprofit — but do they? IRAs are the most powerful and flexible game piece on the philanthropy chess board. Let's play to win!

Under the new tax law, which has greatly limited the deductions donors can take, IRA rollover gifts are a far-more attractive, tax-wise way for donors to make a substantial lifetime gift. But the REALLY BIG gifts come after life... And with $8 trillion in assets (and growing) on the table, this is an opportunity your nonprofit can't afford to miss.

Afternoon Presentation:
The Silence of the Lambs: Retirement Plan Distributions to Charities

Speaker: Jeff Comfort, Vice President of Principal Gifts and Gift Planning, Oregon State University Foundation

Great News! You have just received notification from a financial institution that your charitable organization has been named the beneficiary of an IRA from a donor who has passed away. The Custodian wants your organization to open and Inherited IRA Account and requires you to provide your very personal information in order to do so.

This session will arm you with the legal background and template letters to push back and get your funds quickly without completing the mountains of forms and slugging through the onerous process of "the Custodian's policies and practices". We will close with an update on a Private Letter Ruling submitted and an impending class action lawsuit on this matter.


Speaker

Jeff ComfortJeff Comfort, Vice President of Principal Gifts and Gift Planning, Oregon State University Foundation

Jeff Comfort has 35 years of gift planning experience. He currently is vice president of principal gifts and gift planning at the Oregon State University Foundation, where he provides strategic leadership to the gift planning program and oversees the staff that assists donors in making deferred, assets-based or complex gifts to the university. Year in and year out, gift planning provides over 25% of total fundraising at OSUF. He spent 18 years at Georgetown University, where he oversaw university-wide gift planning efforts resulting in approximately $500 million of gift commitments and receipts in his tenure.

Before arriving at Georgetown in 1995, he spent 11 years in Denver directing the gift planning program for the National Jewish Medical and Research Center. As a volunteer leader of NACGP (formerly the National Committee on Planned Giving), Jeff served as president, chaired the 10th National Conference on Planned Giving and was a member of the NCPG board of directors for five years. Additionally, he was a member of the ethics committee and chaired the task force on gift valuation.

 

Register

Thursday, December 12, 2019 - PNC Bank
10:15 - 10:45 a.m. - Registration and Networking
10:45 - 11:45 a.m. - Morning Presentation
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Afternoon Presentation

Wednesday, January 8, 2020 - PNC Bank
10:15 - 10:45 a.m. - Registration and Networking
10:45 - 11:45 a.m. - Morning Presentation
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Afternoon Presentation
1:30 - 2:30 p.m. - Beginner and Master's Roundtable Discussions

Wednesday, February 12, 2020 - Maggiano's Chevy Chase
10:15 - 10:45 a.m. - Registration and Networking
10:45 - 11:45 a.m. - Morning Presentation
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Afternoon Presentation

Wednesday, March 11, 2020 - Maggiano's Chevy Chase
3:30 - 4:00 p.m. - Registration and Networking
4:00 - 5:30 p.m. - Spring Social
5:30 - 6:30 p.m. - Reception

Wednesday, April 29, 2020 - PNC Bank
10:15 - 10:45 a.m. - Registration and Networking
10:45 - 11:45 a.m. - Morning Presentation
11:45 - 12:30 p.m. - Luncheon
12:30 - 1:30 p.m. - Afternoon Presentation
1:30 - 2:30 p.m. - Beginner and Master's Roundtable Discussions

Tuesday, June 2 – Wednesday, June 3, 2020 – Planned Giving Days 2020 – Sheraton Silver Spring, Maryland


Monthly Program Locations:
Maggiano's Little Italy at Chevy Chase — 5333 Wisconsin Ave NW, Washington, DC 20015
PNC Bank — 800 17th St NW, Washington, DC 20006

Taking Metro? For events at Maggiano’s, the nearest Metro is Friendship Heights (Red line). For events at PNC, the nearest Metro is Farragut West (Blue/Orange/Silver line).

Parking: For Maggiano's there is a garage located next to Maggiano's, with the entrance on Wisconsin Ave NW. Please follow the signs for Friendship Heights in the garage, and it will lead you to Maggiano's. There are several parking garages near PNC Bank, the nearest are on Pennsylvania NW and 17th Street NW, or 18th and I Street NW.

Access to PNC: You must be checked in by security at this building, so please allow a bit of extra time for this process.

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